How big is Affluent Group LLC's plan?

Affluent Group LLC's plan reported $60K in assets and 4 participants for 2025.

Original filing (PDF)20260518091113NAL0021760754001

Affluent Group LLC

Name: Affluent Group LLC — Affluent Group LLC 401(k), Form 5500 (2025)
Creator: Affluent Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affluent Group LLC 401(k)

401(k) retirement plan · Affluent Group LLC's Affluent Group LLC 401(k) held $60K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Susan Akinsanya signed Affluent Group LLC's 2025 Form 5500 as plan administrator.

Susan Akinsanya — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Affluent Group LLC's EIN is 81-3842602.

EIN 81-3842602

Plan number 001

Plan year 2025

ACK ID 20260518091113NAL0021760754001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Affluent Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Affluent Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFLUENT GROUP LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score